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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $951,046 | $69,118+1276.0% | $53,647+1672.8% | $138,895+584.7% |
| Participation rate | 4.2% | 64.0%-59.8pp | 56.3%-52.1pp | 79.9%-75.8pp |
| Annual return | 17.10% | 248.26%-231.2pp | 358.33%-341.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $262 | $1,189-78.0% | $962-72.8% | $4,194-93.8% |
| Participant deferral / active EE | $271 | $2,274-88.1% | $1,813-85.1% | $6,396-95.8% |
| Admin fee / account holder | $7,749 | $2,724+184.5% | $2,460+215.0% | $12,562-38.3% |